UMB Bank’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

UMB Bank’s Portfolio JPI Stock Details JPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-200	Closed	-$4.16K	–	2174
2025 Q2	$4.16K	Buy	+200	New	+$4K	﹤0.01%	1870

Other funds holding JPI

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

UMB Bank's JPI Position: Q3 2025 in Review

UMB Bank sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q3 2025, closing a stake of 200 shares — an estimated $4.16K sold.

UMB Bank first reported a position in JPI in Q2 2025 and held it in 1 quarter. The position peaked at $4.16K in Q2 2025. 1 fund tracked by Wall St. Rank holds JPI as of Q3 2025.

UMB Bank reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q3 2025 after selling out during the quarter.
UMB Bank sold 200 Nuveen Preferred Securities & Income Opportunities Fund shares in Q3 2025, an estimated $4.16K.
UMB Bank first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q2 2025 and held it in 1 quarter.
UMB Bank's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $4.16K in Q2 2025.
1 fund tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q3 2025.

Based on UMB Bank's 13F filing for Q3 2025, filed 4 Nov 2025.